A quarterly financial podcast sharing history, insight, and market commentary from our Investment Team.
In this episode of Tandem Talk, the team touches on a broad range of topics; from the massive job layoffs we see spreading across industries, to the path of interest rates and earnings, to the red hot markets we are experiencing so far this year. The team reflects on current financial conditions and why we are seeing companies with the weakest balance sheets outperforming the rest. Tandem bids adieu to a long-time core holding and comments on the difference between timing the market and following a discipline. Where we go from here and what exactly that may look like is all covered in this episode of Tandem Talk. We hope you enjoy!
John Carew, President & Founder
Billy Little, CFA, Senior Vice President
Ben Carew, CFA, Vice President
Jordan Watson, CFA, Associate Portfolio Manager
Disclaimer: Nothing contained in this podcast should be construed as a recommendation to buy or sell.
Podcast Inquires: Please email Elaine Natoli at [email protected]
Tandem Talk ®
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